Reviewed for
Insurance and Protection ( 1 )
Pensions ( 24 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 40 )
Inheritance Planning ( 4 )
Long Term Care ( 3 )
Financial Planning ( 21 )
Financial Mentoring ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 9 )
£100k - £200k ( 19 )
Up to £50k ( 1 )
£50k - 100k ( 8 )
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Will
Recently I contacted Platinum Financial Planning to seek advice and guidance concerning a financial issue I had regarding my pension. I contacted them through their website and very quickly I was contacted and arrangements were made for me to speak to Will Clow. Will was fantastic. He provided me with the advice, guidance and reassurance I required. All this was achieved in super quick time and all my options were explained professionally, clearly and honesty. I can throughly recommend Platinum Financial Planning and specifically Will to anyone seeking clear and concise Financial advice. Ciaran Taggart
Will:
Thank you Ciaran for your review and recommendation. It was a pleasure assisting you with your pension concerns. I'm glad I could provide the advice, guidance, and reassurance you needed and that the process was smooth and efficient for you. If you ever need further financial advice, don’t hesitate to reach out. Wishing you all the best for the future!Review
by a verified client in Down
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I received ill health retirement package in 2023.
How has Will Clow helped you?
He advised on the best way to invest my money considering most beneficial return for me.
Have you seen the outcome you were hoping for?
It has been nearly 12 months and i am happy with the return to date.
What could they have done better?
i cannot think of anything at the minute.
Will:
Thank you so much for taking the time to share your feedback Amanda. I’m delighted to hear that you’re happy with the advice and the returns so far. I’m always here to help and ensure you’re fully supported as your financial journey continues, and I look forward to continuing to work with you.Review
by a verified client in Antrim
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed help with our long term future plans, sorting our finances and providing us with a suitable income.
How has Will Clow helped you?
Will has always been very friendly and approachable. He is reassuring when we have any worries and explains ways to improve our situation, what is best for our circumstances.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Service is great as it is.
Will:
Thanks for the feedback! I’m so glad to hear that you’re happy with the service and the advice provided David. It’s great to know that we’ve been able to address your concerns and improve your financial situation to meet your long-term goals. If there’s anything else you’d like to review or discuss in the future, I’m here to help.Review
by a verified client in Antrim
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After retirement
How has Will Clow helped you?
With appropriate investment advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Higher returns are desirable, but that is forever the case.
Will:
I appreciate your feedback Samuel. While higher returns are always a goal, I’m glad to hear that the advice has met your needs and that you’re seeing the outcomes you were hoping for. If there’s anything else you’d like to discuss or explore, don’t hesitate to reach out.Review
by a verified client in Antrim
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was receiving early retirement
How has Will Clow helped you?
He’s helped navigate me through investing my money & planning for retirement
Have you seen the outcome you were hoping for?
Yes, so far
What could they have done better?
Nothing
Will:
Sharon, I’m glad to hear that the advice and support have helped you navigate your early retirement and investment planning. It’s great that things are moving in the right direction so far! If you need anything else or have any further questions down the line, feel free to reach out. Thanks